Managing Dashboards in Matters.Cloud

Managing Dashboards in Matters.Cloud

Introduction

Matters.Cloud dashboards are essential tools for visualising key data, tracking performance, and making informed decisions. Whether you're setting up a new dashboard, modifying an existing one, or customising it to fit your team's needs, efficient dashboard management ensures your data remains organised and accessible. In this guide, we’ll walk you through the core aspects of managing dashboards within Matters.Cloud, including creating new dashboards, editing existing ones, adding or removing tiles, and assigning dashboards to specific users. By the end, you’ll have the knowledge to optimise your dashboards for better efficiency and collaboration.

Pre-requisites

Editing dashboards requires a role with admin permissions.

Creating a New Dashboard

Step 1: Navigate the Setup Section
  1. Locate the main navigation menu on the left-hand side of the dashboard.
  2. Click on Setup > Dashboards.
Step 2: Add a New Dashboard
  1. Click on the New Dashboard button located in the top right-hand corner.
  2. You will be redirected to the New Dashboard Form.

Step 3: Fill in the New Dashboard Form
  1. Enter the Name of the dashboard.
  2. Tick the box if the new dashboard is for external use; otherwise, leave it unchecked.
  3. Select whether the new dashboard should be available to all users or to specific users.

Step 4: Submit the Form
  1. Click the Submit button located in the bottom right-hand corner of the form.

Editing an Existing Dashboard

Step 1: Navigate the Setup Section
  1. Locate the main navigation menu on the left-hand side of the dashboard.
  2. Click on Setup > Dashboards to view all dashboards in your Matters.Cloud platform.
Step 2: Edit an Existing Dashboard
  1. Click on the name of the dashboard you wish to edit.
  2. Click on the edit icon in the top-right corner of the dashboard interface. This will open the Edit Dashboard Form.

  3. Modify the Name, External status, and Permissions as needed.

Step 3: Submit the Changes
  1. Click the Submit button in the bottom right-hand corner to save your changes.

Info
Note: The steps above also apply if you want to assign a dashboard to specific users under the Permission section.

Adding Tiles

Step 1: Navigate the Setup Section
  1. Locate the main navigation menu on the left-hand side of the dashboard.
  2. Click on Setup > Dashboards to view all dashboards in your Matters.Cloud platform.
Step 2: Access the Dashboard
  1. Click on the name of the dashboard where you want to add tiles.
Step 3: Access the Tile List
  1. Click the Add New button to access the tile list.

Step 4: Select and Add Tiles
  1. Tick the box for the tile(s) you wish to add (multiple tiles can be selected).
  2. Click the Submit button in the bottom right-hand corner of the tile list.

Info
Note: You can add a tile to the left side, right side, or footer of the dashboard. For a full list of available tiles please refer to (Dashboards: Tile List)

Removing Tiles

Step 1: Navigate the Setup Section
  1. Locate the main navigation menu on the left-hand side of the dashboard.
  2. Click on Setup > Dashboards to view all dashboards in your Matters.Cloud platform.
Step 2: Access the Dashboard
  1. Click on the name of the dashboard where you want to remove tiles.
Step 3: Remove the Tile
  1. Click the X icon on the right side of the tile you wish to remove.

Info
Note: Editing a dashboard, including adding or removing tiles, will apply changes for all users who have access to it. Any modifications made will be reflected for all authorized users.

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By following these steps, you can efficiently manage your dashboards in Matters.Cloud, ensuring they remain useful, accessible, and tailored to your organisation’s needs.

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